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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,130 | $81,664-46.0% | $70,476-37.4% | $158,966-72.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.94% | 208.59%-203.7pp | 109.12%-104.2pp | 302.95%-298.0pp |
| Employer contribution / active EE | $4,512 | $3,219+40.2% | $2,738+64.8% | $4,762-5.3% |
| Participant deferral / active EE | $2,856 | $4,556-37.3% | $3,710-23.0% | $5,983-52.3% |
| Admin fee / account holder | $5,549 | $6,197-10.5% | $3,847+44.2% | $11,250-50.7% |